This section describes how to enter expenditures and expenditure items in Oracle Projects.
You enter expenditures using the Expenditures window.
Employee and Organization. In the Expenditures window, enter the employee or organization that incurred the cost.
For time, enter an employee.
For asset usages, miscellaneous, and burden transactions, enter an employee or organization.
For all other expenditures, enter an organization.
Note: When you enter an employee name, the Organization field is populated by default with the organization to which the employee belongs. You can only update the Organization value if you have the function security required to do so. If you do not have the required function security, you must enter an expenditure belonging to the default organization.
Control Total. Optionally enter the total units of measure in the Control Total field. (Some companies record the total units of measure on the paper expenditure report. Record that total in the Control Total field.)
When you have entered all the expenditure items, you can compare the Control Total with the Running Total, to verify your entries. See: Verifying Control Totals and Control Counts.
Expenditure Items. Enter the expenditure items In the Expenditure Items region. See: Entering Expenditure Items.
Optionally rework the expenditure to add or revise transactions, and save your changes.
When you have completed the expenditure batch, submit the batch for review. See: Submitting an Expenditure Batch.
Oracle Projects validates expenditure item information as you enter it. For a list of the validation criteria Oracle Projects uses, see:Expenditure Item Validation.
For each expenditure item, enter the following information:
Expenditure Item Date. The date of the expenditure item.
Project Number. The Project Number to charge for this expenditure item.
Task Number. The lowest level Task Number to charge for this expenditure item.
In a project, which has cost breakdown planning enabled, tasks are a combination of task and cost code.
Assignment Name. When Oracle Project Resource Management is installed, you can associate labor with scheduled work assignments. Refer to the Oracle Project Resource Management User Guide for more information.
Work Type. You can choose any active work type. This field is required when the PA: Require Work Type Entry for Expenditures profile option has a value of Yes. You can use the work type to derive a labor cost rate using HR rates.
Expenditure Type. You can choose any expenditure type within the current expenditure type class.
Job: Select a job for the employee. You can use this job to derive a labor cost rate using HR rates.
Location: Select a work location. You can use this location to derive a labor cost rate using HR rates.
Non-Labor Resource and Non-Labor Organization. If the expenditure type class for the batch is Usages, enter the non-labor resource and its owning organization. This enables you to track usage of company-owned assets.
Currency Fields. You can optionally display and enter the currency fields. For descriptions of these fields, see: Currency Fields for Expenditure Items.
Quantity. The quantity of units (the unit of measure is determined by the expenditure type). For example, on a timecard, you can enter quantity in hours for professional labor.
Comment. Optionally enter a free text Comment.
Save your work.
Other Sources
Using Rates for Costing, Oracle Projects Fundamentals guide
Overview of Cost Breakdown Planning, Oracle Project Planning and Control User Guide